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Financial ADVSR advisor directory · SEC adviser records

Vantage Wealth Management, LLC financial advisors

Every SEC-registered investment adviser representative at Vantage Wealth Management, LLC, by the state and city of the office they work from.

7 registered advisors work at Vantage Wealth Management, LLC, in 1 state and 1 city; the most are in San Mateo, CA (7). 5 list the CFP designation and 0 are also registered broker representatives.

Search every Vantage Wealth Management, LLC advisor by name →Who joined and left Vantage Wealth Management, LLC →Vantage Wealth Management, LLC: assets, clients and custodians →

Cities with the most Vantage Wealth Management, LLC advisors

San Mateo, CA 7

Vantage Wealth Management, LLC advisors by state

Vantage Wealth Management, LLC in California 7

San Mateo 7

Questions

How many financial advisors does Vantage Wealth Management, LLC have?

7 investment adviser representatives are registered with Vantage Wealth Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 5 list the CFP designation and 0 are also registered as broker representatives.

Where does Vantage Wealth Management, LLC have the most advisors?

San Mateo, CA, with 7 registered advisors. By state, California has the most, with 7.

How do I find a Vantage Wealth Management, LLC financial advisor near me?

Pick your state below, then your city, to see every Vantage Wealth Management, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Vantage Wealth Management, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →